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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,317 | $181,896-56.4% | $156,551-49.3% | $273,972-71.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 6.56% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,848 | $5,550+149.5% | $4,871+184.3% | $5,287+161.9% |
| Admin fee / account holder | $7,919 | $15,560-49.1% | $13,028-39.2% | $10,133-21.8% |